Investment Firms in Toledo To Consider

Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.

If you’re in Investment Firm In Toledo and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.

1. Baird Private Wealth Management
2. Beacon Financial LLC
3. Premier Planning Group Toledo
4. Indicator Advisory Corporation
5. Whetro Wealth Management
6. True Alpha Wealth Management
7. Gould Ruma Financial Advisors
8. Equity Planning Group
9. Rehmann
10. Sweeney Wealth Advisors

1. Baird Private Wealth Management

​The Toledo branch of Baird Private Wealth Management offers personalized financial services, emphasizing long-term relationships and tailored strategies to help clients achieve their life goals. As an independent, employee-owned firm, Baird prioritizes client success, providing resources in retirement planning, investment management, estate planning, insurance, and tax strategies. The Toledo team is deeply rooted in the local community, fostering open communication and trust with clients. Their approach combines personalized planning with a commitment to community involvement, reflecting their belief that their success is intrinsically linked to their clients’ success.

2. Beacon Financial LLC

​Beacon Financial is a Toledo, Ohio-based wealth management firm offering comprehensive financial planning services to individuals, families, and small businesses across the Upper Midwest and beyond. Their “panoramic” approach integrates investment management, retirement planning, insurance, tax strategies, and estate planning to help clients confidently navigate their financial journeys. Emphasizing a family-centered philosophy, Beacon Financial collaborates closely with clients and their advisors to create personalized, long-term strategies that adapt to evolving life circumstances. The firm also invites like-minded advisors and independent firms to join their network, fostering a community grounded in integrity, accessibility, and thoughtful planning.

3. Premier Planning Group Toledo

​Premier Planning Group, headquartered in Phoenixville, Pennsylvania, is a relationship-driven financial advisory firm dedicated to helping individuals, retirees, and business owners achieve their financial and lifestyle goals. With a team of experienced professionals, the firm offers customized strategies in family and business wealth management, addressing both simple and complex financial matters. Their comprehensive services encompass retirement planning, estate planning, tax strategies, and investment management. By staying abreast of changes in tax laws and financial products, Premier Planning Group ensures clients receive informed guidance in a trusting and comfortable atmosphere. The firm also maintains offices in Cincinnati, Ohio, and Toledo, Ohio, extending their personalized financial services to a broader clientele.

4. Indicator Advisory Corporation

​Indicator Advisory Corporation, founded in 1986 by Bob Kneisley, is a Toledo, Ohio-based financial advisory firm specializing in personalized investment strategies. With over 50 years of experience, the firm offers a proprietary “Direct Management Strategy®,” which eliminates mutual funds in favor of separately managed accounts (SMAs), aiming to enhance tax efficiency and reduce costs. This approach is designed to match clients with specialized money managers and independent custodians, aligning investments with individual goals and risk tolerance. The firm provides transparent fee structures and emphasizes long-term financial planning, including retirement, tax, and estate strategies. Clients can initiate services through a consulting agreement, followed by a comprehensive analysis of their financial situation to tailor a customized investment plan.

5. Whetro Wealth Management

​Whetro Advisors is an independent financial planning firm based in Toledo, Ohio, led by founder and Certified Financial Planner Tim Whetro. With nearly 35 years of experience, the firm specializes in comprehensive wealth management services, including investment, financial, insurance, and tax planning. Their approach emphasizes a personalized, fiduciary-driven process, ensuring that clients’ best interests are always prioritized. Whetro Advisors is deeply committed to the Northwest Ohio community, actively engaging in local events and initiatives to foster strong client relationships and support regional causes. They offer a range of resources, such as the “Morning Market Update” broadcast on local radio, to keep clients informed about financial markets. Operating from their office at 4169 Holland-Sylvania Road, Suite 103, Toledo, OH 43623, Whetro Advisors provides free consultations to prospective clients seeking tailored financial guidance.

6. True Alpha Wealth Management

True Alpha Wealth Management is an independent, fiduciary-driven financial advisory firm based in Toledo, Ohio, dedicated to serving high-net-worth individuals, families, businesses, and non-profit organizations. With over 100 years of combined experience, the team offers comprehensive wealth management services, including retirement planning, investment strategies, tax optimization, estate planning, and insurance solutions. Their client-centric approach emphasizes transparency, open communication, and a commitment to aligning financial strategies with clients’ unique goals and values. Utilizing advanced financial planning tools such as eMoney and Albridge, True Alpha provides personalized, data-driven insights to help clients navigate complex financial landscapes and achieve long-term success. Operating from offices in Toledo and Sandusky, Ohio, the firm fosters lasting relationships built on trust and mutual success. ​

7. Gould Ruma Financial Advisors

​Gould Ruma Financial Advisors is an independent Registered Investment Advisory firm based in Toledo, Ohio, with over 30 years of experience in providing comprehensive financial services. They offer personalized financial planning, asset management, and tax preparation and planning services, emphasizing a holistic approach to help clients achieve their financial goals. The firm is led by Pete Ruma, a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP®), who has been serving clients since 2008. Gould Ruma Financial Advisors operates as a fiduciary, ensuring that clients’ best interests are always the top priority. They also provide educational resources, including financial calculators and weekly insights, to empower clients in making informed financial decisions. The firm is located at 3231 Central Park West, Suite 211, Toledo, OH 43617, and can be reached at (419) 841-0060.

8. Equity Planning Group

​Equity Planning Group is an independent financial advisory firm based in Toledo, Ohio, offering personalized financial planning services to individuals, families, and businesses. Their approach emphasizes building long-term relationships with clients, understanding their unique needs and goals, and developing customized strategies to help them achieve financial success. Services include retirement planning, investment management, estate planning, tax strategies, and insurance solutions. The firm is committed to transparency, education, and providing clients with the tools and resources necessary to make informed financial decisions. With a team of experienced professionals, Equity Planning Group strives to be a trusted partner in navigating the complexities of personal and business finances.

9. Rehmann

​Rehmann’s Toledo, Ohio office, located at 7124 W. Central Ave, offers a comprehensive suite of professional advisory services, including audit and assurance, tax, consulting, technology solutions, and wealth management. The team, led by experienced professionals such as Jennifer L. Koder, CPA, CGMA, and Mark J. Walla, CPA, CGMA, MT, provides tailored solutions to individuals, businesses, and nonprofit organizations across various industries. Rehmann is committed to delivering forward-thinking strategies that empower clients to achieve their goals, backed by a reputation for integrity and expertise. The Toledo office can be reached at 419.865.8118 for consultations and inquiries,

10. Sweeney Wealth Advisors

Sweeney Wealth Advisors, based in Toledo, Ohio, offers personalized financial planning and investment management services tailored to individual client needs. Their approach emphasizes a team-based strategy to address various financial goals, including retirement planning, estate planning, and wealth preservation. The firm is dedicated to building long-term relationships with clients, providing guidance and support to help them navigate their financial journeys. With a focus on comprehensive financial solutions, Sweeney Wealth Advisors aims to empower clients to make informed decisions for their financial well-being.